Overview

Genesis Capital is a new generation investment and merchant banking firm dedicated to working with companies to achieve their most important strategic initiatives.

"Focus on Need vs. Size"
Our mission is to best serve clients through our "Focus on Need vs. Size". Genesis Capital has worked with clients in excess of $30 billion to under $25 million of enterprise value and has completed transactions ranging from over $1 billion to under $10 million. Our clients include leading public corporations, private companies, family owned businesses and institutional investors, and we have specific strategies to deliver advice and results to meet the distinct requirements of each.

Solutions Driven Approach
We provide tailored solutions to meet the specific objectives of our clients based on hundreds of successful transactions our principles have completed. We have significant expertise in mergers, acquisitions and divestitures; leveraged buyouts; going private transactions; recapitalizations; capital raises of both debt and equity; restructurings and bankruptcy related work; certain derivative hedging instruments; and other strategic transactions. This broad expertise enables Genesis Capital to advise its clients on the full spectrum of strategic initiatives.

Active in Key Growth Industries
We concentrate our efforts in growth industries where we have specific experience and can leverage our network of corporate, institutional, private equity, hedge fund and family office investors and partners. Our broad industry expertise gives us a unique perspective over many transaction types and prevents us from being solely dependent on any one industry, thereby enabling us to serve our clients without conflicts or prejudice.
National and Cross Border Geographic Coverage
Genesis Capital has an established client base throughout the United States. The firm has also completed transactions for several global businesses and has also completed numerous cross-border transactions, providing additional relationships and expertise with international operations and acquirers.

Independent and Conflict Free
Genesis Capital does not lend capital, trade securities or provide research, enabling the firm to focus solely on advising its clients in a conflict free environment. We deliver a powerful combination of technical expertise gained by our principles at major Wall Street firms in an independent platform. This enables us to provide a high level of expertise in analyzing and executing on all strategic alternatives and meeting the demands of business owners in today's operating and regulatory environment.
Registered Broker Dealer
Genesis Capital is a member firm of FINRA and SIPC and all of its professionals and employees are registered representatives.